Permission Management

Roles at the tenant and folder level are managed in Orchestrator.

Roles at the app level are managed in UiPath^® Apps.

To allow multiple users in your organization to run an app, you need to deploy the app to an Orchestrator folder, then assign the Everyone default group to the specific folder.

Managing permissions at folder-level

Apps are always published to an Orchestrator tenant, similarly to processes.

To manage folder-level permissions for apps, first you need to deploy those apps to an Orchestrator folder.

For more information on managing permissions for apps at folder level, check the Apps section from the Orchestrator guide.

Managing permissions at organization-level

Apps are always published to an Orchestrator tenant, similar to processes.

For more information on managing permissions for apps at tenant level, check the Apps section from the Orchestrator guide.

Organization-level roles

An organization admin can assign Apps users the following organization-level roles:

• App Creator - grants Create permissions on Apps.

• Apps Administrator - grants Read and Create permissions on Apps, and Update permissions on Owners and Permissions.

App Creator role

The App Creator role allows users to create or collaborate on apps. Users with this role can:

• See and update all the apps they have created (they are owners).

• See and update all the apps that have been shared with them (they are co-authors).

Members of Everyone and Administrators default groups are automatically assigned the App Creator role. For other default or custom groups, explicit assignment of the App Creator role is necessary.

Apps Administrator role

The Apps Administrator role allows users to manage apps extensively. Users with this role can:

• Create apps.

• See all the apps in the organization, both created by them and by other users.

• Update their own apps and apps shared with them.

• Change the owner of any app in the organization.

• Manage the access and roles of apps users.

Members of the Administrators default group are automatically assigned the App Administrator role. For other default or custom groups, explicit assignment of the App Administrator role is necessary.

Note:

The Apps Administrator role overrides the App Creator role.

Roles comparison

To grasp the capabilities of each Apps role at a glance, refer to the following table:

Operations	App Creator	App Administrator
Create, view, update, share, or delete own apps	Yes	Yes
View and update shared apps	Yes	Yes
View unshared apps (of other users)	No	Yes
Update or delete unshared apps (of other users)	No	No
Delete shared apps	No	No
Change the owner of an app	No	Yes
Manage access for other users	No	Yes

Assigning roles

Users with the Apps Administrator role can access the Manage Access page. Only organization admins can assign Apps roles.

To assign roles to users:

1. Navigate to the Manage Access page in UiPath^® Apps.
   
2. On the Role assignments tab, click the Assign role button in the top right corner. The Assign roles panel opens.
3. In the Add users/groups/apps field, type the name of the users, groups, or apps to which you want to assign the role. As you type, a dropdown displays the available options, allowing you to make the relevant selections.
   
4. In the Role(s) field, select the role you want to grant to the previous selection of users, groups, or apps.
5. Click Assign.

Changing the owner of an app

Users with the Apps Administrator role can change the owner of an app.

Transferring app ownership uses the following scenario:

1. User A initially owns the app.

2. The Apps Administrator switches ownership to User B.

3. As a result, User B becomes the owner, while User A assumes a co-author role.

4. Now, the Apps Administrator transfers ownership to User C.

5. Consequently, User C becomes the owner, and User B joins User A in the co-authors list.

6. Moving forward, the Apps Administrator reverts ownership to User A.

7. User A is removed from the co-authors list and regains ownership. Meanwhile, User C joins the co-authors list alongside User B.

To change the owner of an app:

1. Navigate to the the Build tab.

2. On the card of the desired app, click More Options.

3. Select Change owner. The Assign a new owner wizard opens.

4. In the Search users field, type the name or the email of the new owner, then select it.

5. A pop-up message asks for confirmation. To proceed, click Confirm. Otherwise, click Cancel.

6. Click Assign.

As an app owner or a co-author, to see the list of previous owners:

1. Open the app.

2. Go to App settings, and switch to the Manage access tab. The list displays all users with the co-author role for the current app.

   

Managing permissions at app-level

At app-level, you can invite collaborators and grant them the Co-Author role, which allows previewing and editing the selected app.

To run an app, first you need to deploy it to an Orchestrator folder.

Adding Colaborators to the App

1. Navigate to the app homescreen by clicking on the gear icon at the top of the right-hand panel.
2. Click on the Manage access tab.
3. Click on the Assign role button.

4. Type in the user's name in the Search users and groups textbox.

   • If the user/group is not shown, they may not be part of the organization, see Adding a user to an organization.

5. Set role to Co-Author (can edit and run).

   
   

   

   
   

Important:

Adding groups to Apps may take up to 60 minutes to apply.

Alternatively, group members can log out and log in again to see the apps that were assigned to them.